Asset class view UK mutual funds and ETFs saw outflows of £6.76bn over February (-£5.12bn ex-MMFs). Equities saw the largest redemptions (-£3.48bn). Active v passive The active-to-passive bond rotation, which has been a feature of the market since 2021, reversed. Some £3.73bn was redeemed from passive bond funds, while their active peers took £1.49bn. Classifications Equity Global was the top-selling classification for the month, netting £1.87bn (£1.18bn active/£689m passive). UK equity funds suffered redemptions of £2.77bn over the month. Sustainable fund flows Sustainable funds netted a total of £367m for the month, conventional funds lost £8.26bn. MMFs were the most

February 2025 was another month with strong inflows for the global ETF industry. These inflows occurred in a volatile market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs imposed by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world by some market observers. When it comes to this, investors were concerned about a political

February 2025 was another month with strong inflows (+€33.8 bn) for the European ETF industry. These flows were way above the rolling 12-month average (€23.5 bn) and might be an indicator that the European ETF industry is set to continue to grow above average over the course of 2025. In fact, if the European ETF industry is able to maintain net inflows at the same level for January and February for the rest of the year, it would hit an all-time high for annual inflows on a totally different level than before. The inflows in the European ETF industry for

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for US conventional funds and exchange-traded products for February 2025.   Loading

In this issue of LSEG Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Swiss conventional funds and exchange-traded products for February 2025.   Loading

Total flows to mutual funds for February were €76.91bn. This breaks down to: mutual fund flows (+€43.16 bn) and ETFs (+€33.75bn). Bond funds (+€25.83bn) were the best-selling asset type overall for February, followed by MMFs (+€25.28bn) and equity funds (+€23.07bn). ETFs continue to eat passive mutual funds’ lunch, as the former benefitted from inflows of €33.75bn while the latter shed €5.73bn in February (-€2.77bn YTD). European investors allocated €22.99bn into Money Market USD funds—the best-selling classification for the month. Turkish lira MMFs saw the largest sell off (-€3.43bn), with investors reversing their bets on the currency strengthening.   As S&P

February 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world by some market observers. When it comes to this, investors were concerned about a political shift

February 2025 was another month with strong inflows for the European ETF industry. These inflows occurred in a volatile market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world by some market observers. When it comes to this, investors were concerned about a political shift

Highlights US fixed income markets show higher January returns, but statistical tests confirm no significant “January effect.” Fund flows shift seasonally, with investors moving from money markets to bonds in January. September is the real outlier, showing a statistically significant decline across US Treasuries and investment-grade bonds. What is the January effect? January effect is a well-known market anomaly, where stocks—especially small caps—experience higher monthly performance in January than during the remaining months of the year. Recent data shows that the January effect in stock markets has become less pronounced over time. But there’s been far less research into whether US

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Pan-Asian conventional funds and exchange-traded products for December 2024.   Loading

The European ETF industry enjoyed strong estimated net inflows (+€29.0 bn) over the course of January. These flows were way above the rolling 12-month average (€22.0 bn) and might be an indicator that the European ETF industry is set to continue to grow above average over the course of 2025. The inflows in the European ETF industry for January were driven by equity ETFs (+€24.0 bn), followed by bond ETFs (+€3.6 bn), money market ETFs (+€1.7 bn), and mixed-assets ETFs (+€0.1 bn). On the other side of table, commodities ETFs (-€0.03 bn) and alternatives ETFs (-€0.4 bn) shed money. Estimated

Asset class view Money market funds (MMFs) saw the largest inflows, with £6.7bn Bond inflows were less than half of Decembers, at £1.61bn—the lowest since last September’s redemptions. Active v passive Mutual funds and ETFs took £6.4bn over January, with redemptions of £303m excluding MMF. Active equity strategies suffered the largest redemptions, shedding £3.13bn. Classifications Outside of cash, investors favoured US and global equities, alongside USD and GBP investment grade bond funds. UK equity funds suffered redemptions of about £1.7bn over the month. Sustainable fund flows Sustainable flows were positive for MMFs (£33m) and bonds (£133m). Sustainable equity funds suffered